Advisor at Sound Income Strategies, LLC
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Firm
Sound Income Strategies, LLC
Location
Cordova, TN 38018
Credentials
Series 63, Series 65
Industry experience
30 years
David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.
Based on Sound Income Strategies, LLC
Based on Sound Income Strategies, LLC
Financial planning fees can be fixed fees negotiated in advance per plan
$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention
Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC
Financial planning services hourly fees with a minimum of $300 per plan
Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services
98 Timber Creek Drive
Cordova, TN 38018
Tennessee
McAdams Group LLC
2017 - Present (9 years)
Mcadams Estate Group Llc
2017 - Present (9 years)
Mcadams Investment Advisors Group Llc
2017 - Present (9 years)
Mcadams Insurance Group Llc
2017 - Present (9 years)
Sound Income Strategies, LLC
2017 - Present (9 years)
WFG Advisors
2011 - 2017 (6 years)
Mcadams Tax Advisory Group Llc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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